See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,308 | $102,966-15.2% | $90,281-3.3% | $152,861-42.9% |
| Participation rate | 89.5% | 75.9%+13.6pp | 73.3%+16.2pp | 82.4%+7.0pp |
| Annual return | 26.52% | 95.16%-68.6pp | 78.10%-51.6pp | 345.32%-318.8pp |
| Employer contribution / active EE | $6,964 | $3,139+121.9% | $2,854+144.0% | $4,762+46.2% |
| Participant deferral / active EE | $2,205 | $4,281-48.5% | $3,885-43.2% | $5,850-62.3% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |